2018 Basics Course - Part 3
Date: Wednesday, January 31, 2018
Time: 9:00am - 12:30pm
Location: Andersen Tax LLC, 222 W. Adams Street, Chicago, IL
Speaker: Susan Bart, Schiff Hardin LLP; Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; Tina Milligan, CTCmyCFO
Part 3 - January 31, 2018**
Fiduciary Responsibility and Trust Taxation
Overview of the Illinois Trust and Trustees Act
Fiduciary Income Tax and Accounting for Trusts and Estates
Presented by:
Susan Bart, Schiff Hardin LLP
Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP
Tina D. Milligan, CTC MYCFO
Part 4 - February 7, 2018*
Putting it All Together:
Case Studies on Integrating the Planning and the Reporting for Clients and
Their Gifts, Their Estates, and the Fiduciary Income Tax Return
Presented by:
Michael Calahan, Plante Moran
Jeffrey Bergman, Charles Schwab Bank
Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC
